I see ,I have number 13 anal - a candidate to my tard- anals list here
https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=29999349&l=0&pd=0&r=0&msg=3
This one got a lucky number ...who knows?
A 'senior anal" who never in his life lowered himself to post on a BB
suddenly does that ?
I smell desperation here .
Must be really hurting if a 'senior anal' reaches for help of a daytrading retailer on BB. LOL
No more TV spots ?
Isn't this sign of desperation when 'senior anal" goes on BB to pump his losing position ?
To mostly CMK losers , pretending to be happy , with no more powder LOL
Does such desperation arises directly from his
'senior investing model " LOL
= bet ALL he has on just 3 cos ---or get broke ? geeeesus.
Reminds me of our "senior -anal"- GOD investing model.
Is that GEEEEnius asset allocation,a reason why he is no more a 'senior anal"?
Or GOD is pulling another scam like the one " I called CEO'?
Or is it just another form of those spaming sites trying to get people's mail
- to organize a private riding group and sell "members" their ""authoritative analysis " ?
Is that what "senior anals " do after wave of layoffs at hedge funds ?
For the results of " pump by authority " method see below list of dead anals.
https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=29999349&l=0&pd=0&r=0&msg=3
===========================
So,what the "senoir anal " has to offer in his analysis?
The last line of defense , last hope - the most primitive form of pump -
a takeover.........geeeeesus
If CMK will go up - a TO because it is "hot"
If CMK will go down a TO because it is "cold" LOOOOL
To show his 'deep knowledge' he throws names of 8 cos which
" COULD swing at CMK".
Sure, everyone COULD swing at everyone else .So what ? are we playing COULDA-WOULDA GAME, in face of total lack of any other fundamentals
Let's take closer look if they WOULD;
1. ANR - digesting for next couple of years huge TO of MEE
2. WLT -digesting for next couple of years huge TO of WTN (debt , dilution
+ $$hundreds of M ,of new capex to execute huge INTERNAL expansion plans)
In addition ,a natural WLT next TO target is PRC- holding the other 1/2 of Belcourt /Saxon
Moreover,WLT signals -it is for sale.
Means ,they shoot themselves in foot with WNT TO ( WTN guys were pretty good BS-ers)
WLT shareholders lost almost $2 billion in three months on management turmoil and disappointing earnings)
3.ACI- digesting huge TO of ICO Has OWN project pipeline
of 15 MINES needing $ billions to get them on line
Total Debt/Equity (mrq): 70%
4.CLF digesting host of TO (TCM ,Australia) One of smallest cap.
TO candidate itself.Main busines - iron ore.
Debt/ equity 61%
5.BTU doesn't bother with sheit like CMK - whole acquisition strategy is in Asia and
Australia . Debt /equity 56%
Digesting lotsa + huge OWN projects.
Compare MC Arthur TO to CMK here
https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=29958786&l=0&pd=0&r=0&msg=3
6.PCX is losing money for years ,indebted over wazoo- TO target itself
debt-equity 54%
7.CNX focuses on N gas expansion .-chasing shale gas craze
.Latest 2 TO are N.gas cos .
If wil do coal than WLT is the primary target = after that years of digestion.
Highest legacy liabilities $ 4.5 b - post -retirement,reclamation etc.= 25% equity
Total Debt/Equity (mrq): 116% = 141% total liabilities/equity LOOOL
8.CLD- they are proud of being "pure PRB' play and want to stay that way
With market cap $1.2 b and $ 600m debt they are TO target at 1 time P/S.
Total Debt/Equity (mrq): 127%
You "senior anal" need to understand things MUCH DEEPER ,
have MUCH HIGHER KNOWLEDGE than your SHALLOW "senior anal " level LOL
,...to make it here
.
Sorry ,dudes on the boards are not your usual KNOW-NOTHING clients
( thanks to me in big part)
Who just pay you for knowing nothing and reading your "revelations LOOOOL
There is many dudes here, who know much more about this space ,than you ever will
You can produce another casual list of coal cos which WOULD be interested.
I won't pay attention -- th
is list is enough to conclude how
SHALLOW PUMPER you are -
Our carpenter GOD used to produce better pump pieces.
TO of THE HIGHEST MET COST (wannabe )PRODUCER FOB ON CONTINENT
AND THE LOWEST MET PRICE FOB ???????
SIMPLY ONE OF WORST CHOICES OUT THERE.
LOOOOOOOOOL
They will flatten Appalachia to sea level first - before considering CMK over $ 1.5- $ 2
LOL
IT TOOK WTN 6 Y AFTER STARTUP to be noticed and taken.
IT TOOK ICO 6 -7 Y AFTER STARTUP to be noticed and taken.
Walter Energy has been a takeover candidate for “several years NOW LOL
PRC was waving 'for sale" flag for 1.5 Y " at $ 2 CMK equiv .
No takers .- better coal , a SERIOUS PRODUCER ( NOT A CMK -JOKE)
PRC trading now at $ 1.5 CMK equiv.
Please,, 'senior anal" re-post your post in 2016 LOOOOOL
$ 2 at then- share count 2016 - sure ,equally possible as your pipe dreams
There is LOOOOOONG WAITING LIST of cos which COULD be taken FIRST ,
before anybody even COULD consider CMK
PRC
PCX
WLT
,JRCC
CLD
GCE
CSO
ERD
CLF
CPT
FMC
FT
PAK
RDA
XRG
WHD
Plus plenty of private ones
Most much better TO proposition than CMK ( though some as sheity as CMK)
So, go and post on each of their boards your TO post geeeeeesus
And pump 100% because of that LOLL
So many ready for take-out , so few takers.
BTW primary TO activity is in AU ,Mongolia, Mozambique , China,
Why would one go to the FARTHEST CORNER ON EARTH ( from Asia customer point of view )to get CMK , when there is plenty targets in AU,
-- 300km from shore ? ( vs 2,160 km CMK) ,
-- $ 80/t BETTER /,more expensive coal
-- $ 8 /t shipping to Japan vs CMK $ 25/t and up
--$ 6 /t rail to port vs CMK $ 40 /t and up
--85% clean coal- to- ROM vs CMK 55%?
Why ? because "senior anal" said so LOOOOOL
Seee my next post a story of IDENTICAL- in many ways better as CMK co.
taken over at $ 1.73 CMK equiv
after 5 years of doing same CMK does:
--promising plenty - delivering little.,
multiplying capex , hardly surviving,
diluting and increasing debt .
( but hey they have 1.2 B T resource and a PLAN of 5mt
,and actually producing as much as CMK will in 2012.)
$ 1.73- $ 2 in 2013 ( now TO is not even worth $ 1.3)
More here
https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=30005282&l=0&pd=0&r=0&msg=3
https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=29979360&l=0&pd=0&r=0&msg=3
https://www.stockhouse.com/Bullboards/MessageDetailThread.aspx?sv=2&p=0&m=29963575&r=0&s=CMK&t=LIST
https://www.stockhouse.com/Bullboards/MessageDetailThread.aspx?sv=2&p=0&m=29953456&r=0&s=CMK&t=LIST
https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=29994086&l=0&pd=0&r=0&msg=3
.